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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,297 | $63,809+132.4% | $81,353+82.3% | $80,935+83.2% |
| Participation rate | 15.2% | 63.9%-48.8pp | 69.5%-54.4pp | 67.7%-52.5pp |
| Annual return | 14.29% | 16.37%-2.1pp | 24.82%-10.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $696 | $1,981-64.9% | $2,464-71.8% | $2,757-74.8% |
| Participant deferral / active EE | $1,198 | $3,093-61.3% | $3,885-69.2% | $4,299-72.1% |
| Admin fee / account holder | $6,108 | $5,686+7.4% | $5,766+5.9% | $6,924-11.8% |